Electronic Signature on monday.com: The Ultimate Guide
Managing contracts, purchase orders, and approvals within monday.com can be a game-changer—especially when you eliminate manual paperwork. With GetSign, you can generate legally binding eSignatures directly on your boards, using DOCX templates, PDFs, sending e-sign invites, and tracking the process in real time.
GetSign is a strong eSignature tool that connects with monday.com, letting you easily make, send, sign, and track documents right from your boards. It works great for signing things like purchase orders, price quotes, contracts, and agreements.
Below, we explore how GetSign empowers teams to create, send, and track electronic signatures—all within minutes, not hours—directly in monday.com.
Why GetSign Is the Right Solution
- DOCX Template Support
Easily upload DOCX, PDF files as templates for your contracts or documents. No need to convert or recreate files—just map relevant fields, and you’re set. - Real-Time Tracking
Monitor every stage of the signing process directly in monday.com. From sending out invites to verifying completion, GetSign keeps you updated at a glance. - Mobile & Desktop Friendly
Signers can fill and sign documents on any device—no specialized software or additional logins required. - Trusted, Secure, and Compliant
GetSign is a top-ranked eSignature solution used by countless satisfied customers. Each signature is legally binding, with robust encryption ensuring data safety. - Expert Guidance
A dedicated team of solution consultants helps configure your electronic signature solution until it’s ready to go—so you’re never on your own. - Competitive Pricing
Enjoy advanced features without overspending. GetSign’s pricing is structured to deliver high value for businesses of all sizes.
Step-by-Step: Setting Up Electronic Signature on monday.com with GetSign
GetSign empowers teams to create, send, sign and track electronic signatures—all within minutes, not hours—directly in monday.com.
1. Choose the Workflow That’s Right for You
Discover the perfect approach for your business needs.
1. Create Templates + Sign Documents
Merge data from my board into documents that need to be regularly signed.
2. Sign Documents
My documents are ready to be signed.
3. Create Templates + Generate Documents
Merge data from my board into documents and save them on my board.
Pro Tip: Select the workflow that matches your document frequency and complexity—frequent signers may prefer an automated template approach.
2. Effortless Document Upload
1. Upload or Create a Template:
Simply click “Upload a New Template” to add an existing file or create a new one from scratch.
2. Seamless Management:
All templates like – contract, proposal, or form are centralized in your monday.com board, minimizing confusion and version-control issues.
3. Sign Documents in Minutes, Not Hours
1. Click “Prepare”:
Transition to the GetSign signature builder.
2. Drag & Drop Fields:
Insert text boxes, checkboxes, sign date fields, dropdowns, line items, and even board fields like Item name or email.
3. Save & Automate:
Once you hit “Save,” GetSign preps your document for eSignature.
Efficiency Boost: By leveraging board fields, you can auto-fill details such as names, dates, or pricing—cutting down on manual data entry.
4. Set Up Document Delivery
1. Sender Details:
Enter the sender’s name and email. Confirm your email address for added security.
2. Extra Security Options:
Add a one-time password (OTP) or integrate Stripe for payments if needed.
3. Ready to Send?:
Once your signature fields and security settings are in place, simply click “Send”. Alternatively, copy a link for signing to share via any channel.
You can also share your document with the recipient by clicking the “Copy Link” button to copy and share the link for signing.
Outcome: A streamlined, fully customizable process that fits everything from standard NDAs to specialized government forms.
Use Cases of Electronic Signature on monday.com
- Automated Contract Signing
- Generate contracts automatically using board data (like client info or project details).
- Send e-sign invites, track the status, and close deals faster.
- Signing Docs Directly in Monday
- Quickly handle purchase orders, quotes, or internal approvals without leaving your monday.com workspace.
- Government Forms
- Fill out and sign official documents (e.g., tax forms, licenses) by pulling data from relevant boards.
- Keep an audit trail for compliance and reduce manual errors.
- Learning Management Acknowledgments
- Use monday.com as a pseudo-LMS: distribute training materials, and have team members sign to confirm completion.
- HR & Onboarding
- Streamline new-hire paperwork (like NDAs and contracts) by sending e-sign invites and monitoring completion in real time.
How GetSign Simplifies Your Workflow
- Reduced Paperwork: Eliminate manual printing, scanning, and mailing—everything is digital and traceable.
- Improved Collaboration: Keep your team updated on each document’s status, ensuring tasks don’t stall.
- Legally Binding: Each signature is secure and meets global eSignature standards, giving you peace of mind.
- Scalable: Whether you’re a startup or a large enterprise, GetSign adapts to your document volume and complexity.
Conclusion
GetSign transforms electronic signature workflows on monday.com, offering PDF and DOCX template support, real-time tracking, and a mobile-friendly signing experience. Trusted by a broad user base, it delivers robust security, straightforward pricing, and hands-on assistance—ensuring a smooth onboarding process.
From automated contract signing to filling out government forms, GetSign empowers teams to work smarter, save time, and focus on what really matters—growing your business.
Ready to send? Get your document out now!
Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.
